We're looking for a
Senior Analyst, Strategic Finance to join our finance team and help build a scalable and data-informed foundation for growth across the company. In this highly cross-functional role, you'll support a range of internal operations by improving core reporting systems, driving financial insight, and enabling stronger decision-making across departments.
This is a hybrid position, 3x/week in our San Francisco office. You will:Own Strategic Planning & Forecasting- Partner with senior leadership to develop long-term plans, annual budgets, and rolling forecasts
- Own first-pass modeling for quarterly sales forecasts and cash flow scenarios
- Help build the company's MD&A and internal financial reporting frameworks
Drive Financial Modeling & Analysis- Build and maintain financial models for evaluating new product launches, pricing strategies, and GTM performance
- Analyze financial and operational data to surface actionable insights and optimize key processes
- Lead marketing spend and campaign ROI analysis
Strengthen Cross-Functional Support- Collaborate closely with GTM, Marketing, Product, Accounting, and HR to align on goals and support data-driven decisions
- Build reporting tools in Power BI to support Sales Ops, FP&A, and Accounting workflows
- Streamline sales compensation and variable pay processes to reduce errors and speed up close timelines
Optimize Finance Systems & Processes- Help implement scalable financial systems and reporting workflows using tools like Pigment, Snowflake, SQL, and Salesforce
- Support accounting close by improving timing of key journal entries and automating monthly workflows
- Take over legacy updates in financial dashboards and build out standardized department reporting
Qualifications: Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.
- 3+ years of experience in strategic finance, FP&A, consulting, Big 4 advisory, or accounting, ideally with exposure to both corporate finance and GTM functions
- Self-starter with a strong ownership mindset - able to take initiative, work independently, and drive projects forward without constant direction.
- Proven track record of building financial models and working cross-functionally to drive business impact
- Proficiency in SQL, Power BI, and modern financial planning tools (Pigment experience is a plus)
- A detail-oriented and collaborative approach to work-you're just as comfortable fixing a spreadsheet as you are presenting insights to leadership
- Strong communication skills and a comfort level with ambiguity in a fast-growing, dynamic environment
Benefits: At SpotOn, we put people above everything else. We're known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can't take care of our clients without taking care of our employees first, and that's why we invest in you with a competitive benefits package which includes:
- Medical, Dental and Vision Insurance
- 401k with company match
- RSUs
- Paid vacation, 10 company holidays, sick time, and volunteer time off
- Employee Resource Groups to build community and inclusion at work
- Monthly cell phone and internet stipend
- Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address ([redacted].com). If something seems suspicious, please contact us at [redacted].
